大行评级｜高盛：下调康师傅目标价至13.8港元下调2025至27年经常性净利润预测

格隆汇2025-08-13

高盛发表研究报告指，康师傅管理层更新全年指引，预计全年销售持平至增长低单位，而原先指引为低至中单位数增长；预计经常性净利润维持双位数增长，而今年上半年升幅为12%。业务而言，管理层预期即食面业务下半年恢复正增长，目标全年亦实现正增长；预期有气饮品将有正增长，而非有气饮品跌幅收窄。成本方面，管理层料棕榈油全年价格有低十位数升幅，但同时塑胶(PET)、糖及面粉成本有中单位跌幅。下半年集团将持续聚焦轻...

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大行评级｜高盛：下调康师傅目标价至13.8港元 下调2025至27年经常性净利润预测

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大行评级｜高盛：下调康师傅目标价至13.8港元下调2025至27年经常性净利润预测